Sonya Choi La Rosa has practiced as a financial planner and worked in the industry for over two decades in management roles at BT Financial, Mercer and Citi Smith Barney.
At BT Financial Group, Ms Choi La Rosa worked to redesign and increase efficiencies across advice documentation and policy and led operational transformation programs.
Paragem managing director Mr Nathan Jacobesen welcomed Ms Choi La Rosa to the team and said her appointment reflected the group’s investment in providing services to advisers.
“We stand by the industry and our advisers during this period of change. Ms Choi La Rosa’s experience and skillset supports further growth in our services to advisers. We welcome her to the team and look forward to an exciting future in partnership with our advisers.”
Not a bad LinkedIn profile. Certainly superior to almost all other AFSL Management nationally. Degree, Post Grad FP, Lean process and Advice experience. Good luck with the role.